Alphabet's Q3 revenues hit $76.7 billion: Growth driven by Google Search, AI innovations, and YouTube ads.
Netflix’s time spent exceeds its ad revenues the most. YouTube leads in time spent and ad revenues. Amazon will make a big splash in streaming advertising.
Connected glasses target entertainment and gaming. Priced at $399, Xreal’s Air 2 can create more opportunities to make the technology available to a larger audience.
TikTok video length is still creeping up: The app announced it’s testing 15-minute uploads as it searches for more diverse ad offerings.
Amazon merchants could give it a leg up in the AVOD race: The company has offered to fund ad production for brands that buy at least $15,000 in video commitments.
Netflix's Q3 success: Surpassing Wall Street's estimates, the company reports record-breaking subscriber additions and strong earnings amid industry challenges.
ByteDance's CapCut dives into the business sector: The popular app is introducing AI-driven tools to help content marketers.
The Chinese search giant unveiled Ernie 4.0, an AI marketing tool rivaling Adobe and Canva. This places China on the global AI map, though Ernie’s capabilities still need to be assessed.
TikTok’s premium ad placements get Disney’s stamp of approval: The app will host a monthlong Disney content hub.
Teens now prefer YouTube over Netflix for daily video time: Piper Sandler's biannual survey highlights shifting streaming habits.
Netflix continues its gaming push, but troubles lie ahead: The company is focusing on small games based on popular IP while it gets its bearings.
YouTube CEO emphasizes NFL focus: NBA rights are not an immediate priority despite looming contracts fight.
JCPenney spends on sports streaming, citing lack of scripted content: Ad deals with Apple and Amazon are a sign that Hollywood strikes are influencing ad spending.
Hollywood strikes rage on, dimming the outlook for streamers: Talks between SAG-AFTRA and studios break down, making it less likely that streamers will have content in time for 2024 Upfronts.
Ad-supported streaming grows: With rising subscription costs, many US adults are turning to FASTs; traditional streaming and TV services face consumption cuts.
Utah sues TikTok, claiming it’s exploiting children via its addictive features. Concern grows over mental health and surveillance fears, and mounting scrutiny could accelerate TikTok bans.
On today's podcast episode, we discuss how much ad spending will grow this year, whether there are more reasons to be optimistic or pessimistic about consumer spending, and what today's most interesting ad spending trends are by media and company. "In Other News," we talk about a deal to bring video ads to Spotify’s app on Roku and how Amazon's second year of streaming Thursday Night Football is going. Tune in to the discussion with our analyst Paul Verna.
Paramount selects iSpot for advanced ad metrics: The deal is part of advertisers’ demand for greater transparency and precise measurement across linear and streaming properties
Retailers hold firm on live shopping despite sluggish US adoption: TikTok Shop made the format a cornerstone of its ecommerce strategy, while Macy’s and Poshmark see early progress.
On today's podcast episode, we discuss a digital out-of-home (OOH) TikTok initiative, whether OOH ads have actually bounced back, and what we expect to see from in-store retail media. "In Other News," we talk about YouTube experimenting with longer but less frequent ad breaks and whether consumers are finally bumping up against a video streaming ceiling. Tune in to the discussion with our analyst Ross Benes.